Small Town Services with Global Resources

Welcome to The Cates Team Website

As Financial Advisors, we want to build long-term relationships with our clients that transcend mere professional services. We are committed to helping our clients balance the time, energy and stress involved with managing their financial life with the time they would rather devote to family, personal careers and favorite pursuits. We work hard to try to simplify our client’s lives by providing quality service and personal attention. We are dedicated to creating a rewarding experience for our clients and their families from one generation to the next.

Jim Furyk on Success on and off the Course

At RBC Wealth Management, we are very proud to have professional golfer Jim Furyk as both a member of Team RBC and a satisfied client. Check out the video below to hear Jim’s thoughts on success, why having a plan is vital in both golf and wealth management, and why he appreciates the personal touch here at RBC.

Financial Markets Commentary—UK Election: A Lose-Lose Outcome?

The rise of “minority parties” has turned the May UK general election into a complicated horse race. Britain’s continued membership in the European Union could become an open question and raise economic uncertainty in the UK and on the continent. This would almost assuredly catch the attention of global financial markets, which have yet to price in the risks, in our view. With the pieces in place for further U.S. economic growth, the soaring dollar should fly even higher for the next few years. Investors would be wise to “follow the dollar” as the rally likely spells good news for global equities.

Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:

It's All About Staying ConnectedThank you for trusting us as your wealth management partner. Our commitment to you goes beyond sharing our knowledge and expertise. If you are not currently a client feel free to contact us and set up a meeting.

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.